Bankwell Financial GroupBWFG
13F holders, Q4 2024 (December 31)70holders +1
5new positions
4sold out
2famous investors
$31.15avg. 13F price*
At the end of Q4 2024, 70 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 1 from Q3 2024. 5 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($13.4M), Vanguard Group Inc. ($10.5M) and Dimensional Fund Advisors LP ($9.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bankwell Financial Group Inc.
- CUSIP
- 06654A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.9M |
| Exits | 4 | $300K |
All 13F filers, Q3 2024 → Q4 2024: 274,636 shares bought and 80,441 shares sold, net +194,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 429,327 | $13.4M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 338,508 | $10.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.6% | 288,871 | $9.0M |
| Banc Funds Co. LLC | 0.86% | Reduce -11.8% | 249,423 | $7.8M |
| Pacific Ridge Capital Partners, LLC | 1.25% | Add +30.2% | 174,584 | $5.4M |
| Renaissance Technologies | 0.01% | Reduce -4.6% | 150,248 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 148,035 | $4.6M |
| LSV Asset Management | 0.01% | Reduce -6.0% | 115,700 | $3.6M |
| Siena Capital Partners GP, LLC | 0.95% | No change | 110,338 | $3.4M |
| Fourthstone LLC | 0.64% | Add +307.5% | 105,585 | $3.3M |
| GM Advisory Group, LLC | 0.16% | Add +0.6% | 90,358 | $2.8M |
| Acadian Asset Management LLC | 0.01% | Add +6.6% | 85,975 | $2.7M |
| State Street Corp. | 0.00% | Add +0.2% | 78,167 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +0.2% | 70,650 | $2.2M |
| Bridgeway Capital Management, LLC | 0.04% | Add +1.7% | 54,765 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +85.6% | 51,499 | $1.6M |
| American Century Companies Inc. | 0.00% | No change | 37,375 | $1.2M |
| Kennedy Capital Management LLC | 0.03% | Add +60.8% | 36,312 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -8.4% | 33,341 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +35.4% | 30,262 | $943K |
| Summit Trail Advisors, LLC | 0.03% | Reduce -7.9% | 25,823 | $804K |
| JPMorgan Chase & Co. | 0.00% | Add +102.7% | 23,590 | $735K |
| Northeast Financial Consultants Inc | 0.03% | New | 21,903 | $682K |
| Barclays PLC | 0.00% | Add +5.0% | 21,829 | $680K |
| Empowered Funds, LLC | 0.01% | Add +4.7% | 20,560 | $640K |
| SeaCrest Wealth Management, LLC | 0.07% | New | 20,041 | $624K |
| UBS Group AG | 0.00% | Add +168.4% | 17,912 | $558K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 17,636 | $549K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 16,487 | $514K |
| Bridge City Capital, LLC | 0.11% | Add +0.2% | 13,577 | $423K |
| Citadel Advisors | 0.00% | Reduce -39.3% | 12,356 | $385K |
| Bank of America Corp. | 0.00% | Add +20.0% | 11,834 | $369K |
| Royal Bank of Canada | 0.00% | Add +10.3% | 11,600 | $361K |
| Wells Fargo & Company | 0.00% | Add +9.4% | 11,338 | $353K |
| Rhumbline Advisers | 0.00% | Add +3.3% | 9,235 | $288K |
| Sierra Capital LLC | 0.03% | Add +0.0% | 9,078 | $283K |
| Mackenzie Financial Corp. | 0.00% | New | 9,024 | $281K |
| Nuveen Asset Management, LLC | 0.00% | No change | 8,096 | $252K |
| HSBC Holdings PLC | 0.00% | Reduce -15.0% | 7,623 | $241K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 7,653 | $238K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 6,719 | $209K |
| Citigroup Inc. | 0.00% | Add +5.8% | 5,367 | $167K |
| STRS Ohio | 0.00% | No change | 4,900 | $153K |
| New York State Common Retirement Fund | 0.00% | No change | 3,951 | $123K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.2% | 3,740 | $117K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,357 | $105K |
| Deutsche Bank AG | 0.00% | New | 3,330 | $104K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 3,207 | $100K |
| Key Financial Inc | 0.02% | No change | 2,900 | $90K |
| FMR LLC | 0.00% | Reduce -7.9% | 1,805 | $56K |
| US Bancorp \de | 0.00% | No change | 1,689 | $53K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +655.6% | 1,564 | $49K |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.0% | 1,304 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,103 | $34K |
| Legal & General Group Plc | 0.00% | No change | 637 | $20K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 478 | $15K |
| California State Teachers Retirement System | 0.00% | No change | 467 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 458 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 423 | $13K |
| Cwm, LLC | 0.00% | Add +0.4% | 243 | $8K |
| Sterling Capital Management LLC | 0.00% | Add +935.0% | 207 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 200 | $6K |
| Amalgamated Bank | 0.00% | No change | 196 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.3% | 56 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $1K |
| GAMMA Investing LLC | 0.00% | Add +66.7% | 35 | $1K |
| Covestor Ltd | 0.00% | Reduce -51.2% | 40 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 30 | $935 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $685 |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $517 |
"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.